Tax Planning & Preparation for Wealth Advisors

Tax Planning & Preparation
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We believe tax strategies should be an integral part of your client’s overall wealth management strategy.

Effective tax strategies can help clients reduce their tax burden, optimize income and efficiently transfer wealth. You’ll have access to our tax team comprised of 100+ CPAs and other tax professionals who can assist you and your clients with proactive, year-round tax strategies and advice, as well as tax preparation and filing.

Our tax team supports an advisor’s clients by offering:

  • Collaborative tax advisory services with wealth and estate planning strategies
  • Complex tax planning and multi-state tax strategies
  • Tax mitigation through strategic planning
  • Tax preparation and planning services
  • Asset location planning
  • Accounting and bookkeeping for complex family offices

Mariner Platform Solutions offers additional support to help you expand the services you offer clients including investments, insurance solutions, retirement planning solutions and Mariner Trust Company services.


Learn more about all our wealth advisory solutions:

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